About Us

Pension Plan Services, Inc. was established in 1976 as a
professional company that provides administrative, actuarial, and
consulting services. We pride ourselves in giving individualized
customer service that makes the administration of retirement plans a
lot easier for business owners and plan administrators. Our culture
is designed to give our clients the best of both a personal
one-person-contact along with years of retirement expertise and
services.

With over 500 plus clients and over 10,000 individual employees,
Pension Plan Services, Inc. is committed in providing hard-working
business owners and employees a safe and dependable TPA that will
prepare them for a secure retirement.

After 39 years of business, we remain committed to serving
financial advisors, small business owners, and their employees
across the country.

Our People

Pension Plan Services, Inc.'s greatest asset is its team of
experienced professionals. Our clients are served by employees who
not only have a strong professional drive but also understand the
need for personal service. They are committed to providing our
clients with friendly, courteous, responsive, and personalized
service of superior quality. With over 30 years of experience, you
are sure to get the expertise and professional service along with
the personal touch of working with a friendly individual.

Keith has over 30 years of experience in tax-qualified retirement plan design
and administration. Keith is actively involved with the initial
client's design and implementation of the many different retirement
plan options. Keith received his BBA from the University of Michigan
and has received his designation for Qualified 401(k) Administrator
(QKA) and Qualified Pension Administrator (QPA) from the American
Society of Pension Professionals and Actuaries.

Keith likes to spend his time watching college sports and is an
avid Wolverine fan. Some of Keith's hobbies he enjoys are gardening
and camping. He enjoys spending time at his church and most of all
he enjoys the time he gets with his wife Theresa and their two
children.

Possessing more than 10 years of industry experience, Patty
specializes in defined contribution plan administration, including
plan design and implementation for 401(k) and profit sharing plans. She is responsible for annual compliance testing, including complex
cross-testing calculations, annual trust accounting, Form 5500
preparation, existing plan conversions, and record-keeping for
balance forward plans.

Patty obtained her BBA in Finance from Western Michigan
University in 2005 and her MS in Accounting from the University of
Michigan-Flint in 2014. She earned her Qualified 401(k)
Administrator (QKA) designation from the American Society of Pension
Professionals and Actuaries in 2009.

In her free time, Patty enjoys reading, boating and playing with
her young daughter.

Karen has been in the pension plan retirement industry over 17
years. As a plan administrator, she is responsible for
day-to-day activity within your retirement plan. As a client,
you will be able to talk with her directly to address questions
relating to the operation of your plan, e.g., compliance testing,
distributions, loans, and any other related issues. She joined
Pension Plan Services in 2012

Karen has a Bachelor of Science degree from Purdue University and
is currently preparing for the Qualified 401(k) Administrator (QKA)
exams. This is a designation from the American Society of
Pension Professionals and Actuaries.

She is the mother of three sons and volunteers as an executive
board member of the Lake Orion Youth Baseball League. She
enjoys walking, spending time with her sons, listening to her son
play bassoon in the Oakland Youth Orchestra and is a fan of Tigers
baseball.

Tom's responsibilities include the day-to-day administration of
401(k) plans. He is directly involved with all aspects of retirement
services, distribution and loan processing, compliance testing as
well as annual IRS filings. Tom joined Pension Plan Services in
2013. Tom came with 7 years of industry experience in financial
services as a stock option trader and mutual fund allocation
analysts.

Tom attended Grand Valley State University majoring in Mechanical
Engineering and has an associate's degree in Applied Sciences from
Mott Community College.